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Agent Bookkeeping Services

In the fast-paced world of real estate, agents juggle numerous responsibilities, from client management to closing deals. Amidst this hustle, effective bookkeeping often takes a backseat, but it is crucial for maintaining financial health and business success. 

Home Deck and Kitchen

Do I need a bookkeeper?

We are team yes because:

01

Financial Clarity & Decision Making

Accurate bookkeeping provides a clear picture of your financial health. By keeping detailed records of income and expenses, you can better understand your cash flow, identify profitable activities, and make informed business decisions.

03

Leave it to The Pros

At some point, it's easier to outsource tasks than it is to learn an entirely new skillset. Accounting is one of the first things many business owners outsource. Usually, each agent has a point in time where it makes sense, based on transaction volume, to hand this off.

02

Time & Stress Management

Managing finances can be time-consuming and stressful, especially when balancing numerous transactions. Outsourcing bookkeeping allows you to focus on core business activities without the burden of managing financial records.

04

Taxes & Sanity

The dreaded and feared tax season doesn't have to be so dreaded and feared. With a dedicated bookkeeper keeping track of every transaction throughout the entire year, you can feel confident handing over quality books that your CPA can act on to ensure you are taking advantage of all deductions.

How to Get Started

Entrance to Wooden House

1

Reach out

Reach out - we are excited to meet you. Step one is an introductory conversation to ensure we can meet your needs as well as establish expectations on both sides. Based on this, we will deliver a client engagement form and have a second conversation to review and confirm.

2

Get Going

We get to work. Usually, the first month is when we will be speaking the most as we learn your specific business and set up automation and customized reports to serve you best. 

3

Repeat

We try to work in the background as much as possible to let you run your business. At a stated cadence, we will meet with your team to review performance, overall financials, and any idiosyncrasies that may have appeared.

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